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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
801
Avidian Wealth Enterprises
Texas
$2.3M +$281K +2,040 +14%
MMG
802
Monetary Management Group
Missouri
$2.3M +$439K +3,185 +24%
OPS
803
Orion Portfolio Solutions
Nebraska
$2.28M +$444K +3,220 +25%
GJIC
804
Gamble Jones Investment Counsel
California
$2.28M – – –
OHWP
805
Oak Harbor Wealth Partners
North Carolina
$2.28M +$690 +5 +0%
WPC
806
White Pine Capital
Minnesota
$2.28M +$49.7K +360 +2%
OPTFSNA
807
Old Point Trust & Financial Services N A
Virginia
$2.28M +$20.7K +150 +0.9%
HVIA
808
Hudson Valley Investment Advisors
New York
$2.28M -$17.4K -126 -0.8%
GAA
809
Green Alpha Advisors
Colorado
$2.27M +$503K +3,649 +29%
CAM
810
Claret Asset Management
Quebec, Canada
$2.27M – – –
CT
811
Caldwell Trust
Florida
$2.25M -$8.97K -65 -0.4%
CAG
812
Crestwood Advisors Group
Massachusetts
$2.25M -$520K -3,771 -19%
PAMG
813
Patton Albertson Miller Group
Tennessee
$2.25M +$34.8K +252 +2%
ECG
814
Edge Capital Group
Georgia
$2.23M +$1.56M +11,311 +249%
AWC
815
Abundance Wealth Counselors
Pennsylvania
$2.23M +$92.3K +669 +4%
GAM
816
Gotham Asset Management
New York
$2.23M +$1.51M +10,944 +225%
GWM
817
Geneos Wealth Management
Colorado
$2.22M +$83.9K +608 +4%
SFI
818
SPC Financial Inc
Maryland
$2.22M +$1.44M +10,417 +194%
S
819
SignatureFD
Georgia
$2.21M +$330K +2,394 +18%
LA
820
Lifeworks Advisors
Michigan
$2.21M +$25.9K +188 +1%
CICI
821
Capital Investment Counsel Inc
North Carolina
$2.2M -$226K -1,638 -9%
NWM
822
NEIRG Wealth Management
Massachusetts
$2.2M -$13.8K -100 -0.6%
BL
823
Balentine LLC
Georgia
$2.2M +$700K +5,074 +48%
CAL
824
Capital Analysts LLC
Pennsylvania
$2.19M +$75K +544 +4%
FIM
825
Freedom Investment Management
Connecticut
$2.19M -$521K -3,777 -20%
31 32
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